GENEVA CAPITAL MANAGEMENT LLC

Position in BCPC — Balchem Corp

CIK 1009232 MILWAUKEE, WI

Back to BCPC Full portfolio

Position in BCPC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$115,410,082

-$28,053,888 QoQ

Shares Held

683,102

-19.3% QoQ

Ownership

2.14%

of shares outstanding

% of Portfolio

2.69%

of 13F equity value

Holder Rank

of 415 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in BCPC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $171,258,995 across 3 Specialty Chemicals names. BCPC ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCPC	Balchem Corp This page	683,102	$115,410,082
2	WDFC	Wd 40 Co	222,836	$54,291,762
3	ECL	Ecolab Inc.	5,589	$1,557,151

All Filings in BCPC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,410,082	683,102	-19.3%	Shares	Sole	2026-08-06
2026-03-31	$143,463,970	846,495	-6.8%	Shares	Sole	2026-05-06
2025-12-31	$139,220,360	907,801	-8.1%	Shares	Sole	2026-02-12
2025-09-30	$148,256,577	987,982	+10.3%	Shares	Sole	2025-11-13
2025-06-30	$142,568,534	895,531	+7.8%	Shares	Other	2025-08-05
2025-03-31	$137,914,958	830,813	+1.4%	Shares	Other	2025-05-09
2024-12-31	$133,618,598	819,746	+5.1%	Shares	Other	2025-02-06
2024-09-30	$137,256,944	779,869	+1.7%	Shares	Sole	2024-11-05
2024-06-30	$118,097,968	767,119	+0.5%	Shares	Other	2024-08-14
2024-03-31	$118,299,830	763,471	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$114,122,636	767,211	+0.5%	Shares	Sole	2024-02-07
2023-09-30	$94,682,956	763,326	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$102,583,399	760,948	-0.4%	Shares	Sole	2023-08-01
2023-03-31	$96,664,869	764,270	+1.9%	Shares	Sole	2023-05-15
2022-12-31	$91,622,062	750,324	+3.3%	Shares	Sole	2023-02-07
2022-09-30	$88,333,704	726,548	+4.3%	Shares	Sole	2022-11-02
2022-06-30	$90,336,015	696,285	+7.4%	Shares	Sole	2022-08-02
2022-03-31	$88,614,953	648,244	-0.5%	Shares	Sole	2022-05-02
2021-12-31	$109,813,562	651,326	-2.1%	Shares	Sole	2022-02-02
2021-09-30	$96,544,374	665,502	-0.6%	Shares	Sole	2021-11-08
2021-06-30	$87,855,598	669,325	-1.5%	Shares	Sole	2021-08-11
2021-03-31	$85,216,972	679,507	-2.0%	Shares	Sole	2021-05-03
2020-12-31	$79,925,463	693,677	+3.0%	Shares	Sole	2021-02-02
2020-09-30	$65,776,551	673,733	+2.6%	Shares	Sole	2020-11-12
2020-06-30	$62,264,869	656,387	+20.6%	Shares	Sole	2020-08-13
2020-03-31	$53,711,083	544,075	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.